Payment link

You can offer your clients/debtors the option of having invoices paid easily online by including a payment link in the invoice (e-mail). You will have to configure the payment link in Legalsense before you can use this functionality.

Setting up the payment link provider

To use the payment link you need a contract with a payment provider. An overview of the possible payment providers and their settings can be found in Payment providers.

Adding the payment link

You can add the payment link in the following places using the {{payment_link}} tag:

• Email Templates (Settings - Billing - Email Templates) You can directly include a payment link in the accompanying email sent with the invoice by including the tag {{ payment_link }} in the email template. This is the most common way to send a payment link.
• Invoice texts (Settings - Billing - Invoice texts) You can include the tag {{ payment_link }} field in the Header and/or Footer here. This field is then replaced by the unique payment link when you finalize the invoice.
  

The {{ payment_link }} is replaced by the values ​​you have chosen for the Payment link template. If you have disabled the adding of payment link or set to not include a payment for this invoice's debtor, the {{ payment_link }} tag will be empty.

Payment link templates

With Payment link templates you manage the text that appears where the tag {{ payment_link }} is included in the Invoice texts and/or Email templates. The text of the template consists of a text and the {{ URL }} (the web address) in any language activated in your environment.

Status draft and final

If the invoice has the draft status, the content of the payment link template will be displayed where the {{ payment_link }} is included in the text (if applicable). The real payment link is only added when the invoice is finalized. That is why in the draft version of the invoice, the invoice (mail) will show "payment link placeholder". When the invoice is final, the real link will be in the email. If you have a final invoice and there is no payment link in the email, you can add it manually by clicking the 'Add payment link' button.

Validity

When a payment link has been generated, it is valid for 30 days. If the payment link is no longer valid (for example, if you are going to send a reminder by email), it is possible to add a new payment link.

Payment status

At this time, the paid status of the invoice is not automatically updated when paying through the payment provider. The paid status will still need to be updated in either your integrated financial accounting software or by doing this manually in Legalsense.